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Name Holding Trade Value Shares
Change
Change in
Stake
BONST
2426
Bank of Nova Scotia Trust
Ontario, Canada
$263K -$83.1K -2,107 -24%
WAM
2427
WFA Asset Management
Wisconsin
$262K +$4.02K +102 +2%
AWM
2428
AAF Wealth Management
Massachusetts
$262K +$266K +6,747 New
AWM
2429
Aberdeen Wealth Management
Illinois
$262K -$15.8K -400 -6%
UL
2430
Unionview LLC
Washington
$262K +$25.4K +645 +11%
PSC
2431
Prentiss Smith & Co
Vermont
$261K +$7.57K +192 +3%
AF
2432
AtlasMark Financial
Texas
$261K +$265K +6,710 New
CFO
2433
Callan Family Office
Pennsylvania
$261K +$61K +1,546 +30%
VCM
2434
Vigilant Capital Management
Maine
$259K +$26.1K +661 +11%
SIC
2435
Sterling Investment Counsel
New York
$258K -$18.3K -463 -7%
SFS
2436
Security Financial Services
Indiana
$258K – – –
SWM
2437
SFG Wealth Management
Maryland
$258K +$262K +6,632 New
RPWA
2438
Regent Peak Wealth Advisors
Georgia
$257K -$73.5K -1,863 -22%
MW
2439
MBL Wealth
North Carolina
$256K +$260K +6,592 New
SB
2440
Sunflower Bank
Texas
$256K +$30K +760 +13%
ECM
2441
Exchange Capital Management
Michigan
$256K +$15.1K +384 +6%
CWP
2442
Core Wealth Partners
California
$256K -$69.4K -1,760 -21%
FVWA
2443
Foster Victor Wealth Advisors
South Carolina
$256K -$19K -483 -7%
ETIA
2444
Epic Trust Investment Advisors
Washington
$255K +$259K +6,566 New
WGAM
2445
Wilkinson Global Asset Management
New York
$255K -$51.3K -1,300 -17%
HWMG
2446
Hurlow Wealth Management Group
Indiana
$255K +$2.09K +53 +0.8%
WAC
2447
William Allan Corp
Colorado
$255K +$22.5K +570 +10%
AWM
2448
Avaii Wealth Management
Wisconsin
$253K -$10.8K -274 -4%
KAM
2449
KEB Asset Management
Illinois
$253K +$26.1K +661 +11%
DPI
2450
Diversified Portfolios Inc
Michigan
$253K -$58.8K -1,492 -19%